WCM

Windsor Capital Management Portfolio holdings

AUM $362M
1-Year Est. Return 10.6%
This Quarter Est. Return
1 Year Est. Return
+10.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.5M
3
+$998K
4
LOW icon
Lowe's Companies
LOW
+$723K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$613K

Top Sells

1
+$4.58M
2
+$1.02M
3
+$1.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$519K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$330K

Sector Composition

1 Technology 3.04%
2 Financials 1.9%
3 Consumer Discretionary 1.57%
4 Consumer Staples 1.55%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$633K 0.2%
9,911
+839
77
$597K 0.19%
3,640
78
$567K 0.18%
4,240
+55
79
$546K 0.18%
3,985
+72
80
$534K 0.17%
2,517
+10
81
$511K 0.16%
10,148
82
$511K 0.16%
6,469
-97
83
$502K 0.16%
2,619
84
$491K 0.16%
28,062
+955
85
$448K 0.14%
1,253
-119
86
$436K 0.14%
1,285
-300
87
$415K 0.13%
20,355
-691
88
$375K 0.12%
6,960
+64
89
$365K 0.12%
7,766
+30
90
$356K 0.11%
6,300
91
$344K 0.11%
2,350
+5
92
$328K 0.11%
9,215
93
$326K 0.1%
3,731
-25
94
$324K 0.1%
53,352
-6,696
95
$323K 0.1%
12,765
+3,372
96
$317K 0.1%
1,898
+2
97
$298K 0.1%
4,569
-306
98
$297K 0.1%
3,408
+3
99
$290K 0.09%
1,125
100
$290K 0.09%
10,554
-4,886
1 2 3
4
5